What are the responsibilities and job description for the Financial Planner Seeking Former Educator/Coach position at Walnut Creek - Northwestern Mutual?
Benefits:
Transition Your Teaching and Coaching Skills into Financial Services:
Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596
Meet Our Local Team:
Rachel Moniz Managing Director:
Position Responsibilities for a Financial Planner:
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Teaching and Coaching Skills into Financial Services:
- Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table.
- Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives.
- Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
- See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives.
- Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals.
Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596
Meet Our Local Team:
Rachel Moniz Managing Director:
- Time with NM: 17 years.
- Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor.
- Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.
- Time with NM: 8 years.
- Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
- Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.
- Time with NM: 2.5 years.
- Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
- Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.
- Time with NM: 3 years.
- Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
- Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.
- Time with NM: 5 years.
- Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
- Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.
Position Responsibilities for a Financial Planner:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local, supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
